The strategist who warned investors in February there was nowhere to run sees opportunities this earnings season (via TradingNation)
as coronavirus infections started spreading beyond China. But he advised investors to start jotting down well-managed companies they'd like to buy at cheaper prices.
"It's not a huge list, but it's a shopping list of companies that we would like to add to positions that we already hold," he added. "Some of them [we] opened new positions. Things that might have gotten away.", in particular, could help boost portfolios. It's a group he was actually avoiding earlier this year.
Stoltzfus, who has worked on Wall Street for four decades, sees the massive stimulus and low interest rates as bullish influences on the market.
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